State Street SPDR US Large Cap Low Volatility Index ETF
LGLV
54 hedge funds and large institutions have $54.7M invested in State Street SPDR US Large Cap Low Volatility Index ETF in 2018 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 17 increasing their positions, 9 reducing their positions, and 2 closing their positions.
850% more first-time investments, than exits
New positions opened: 19 | Existing positions closed: 2
89% more repeat investments, than reductions
Existing positions increased: 17 | Existing positions reduced: 9
46% more funds holding
Funds holding: 37 → 54 (+17)
46% more capital invested
Capital invested by funds: $37.6M → $54.7M (+$17.1M)
4.08% more ownership
Funds ownership: 30.97% → 35.04% (+4.1%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$7.6M |
| 2 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$2.6M |
| 3 |
RFM
Royal Fund Management
Lady Lake,
Florida
|
+$2.16M |
| 4 |
DWM
Darwin Wealth Management
Tampa,
Florida
|
+$2.11M |
| 5 |
OCM
Oakwood Capital Management
Los Angeles,
California
|
+$1.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TC
Trilogy Capital
Irvine,
California
|
-$1.3M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$1.09M |
| 3 |
Citadel Advisors
Miami,
Florida
|
-$933K |
| 4 |
Ameriprise
Minneapolis,
Minnesota
|
-$33.1K |
| 5 |
IFWM
Institute for Wealth Management
Denver,
Colorado
|
-$23.1K |
LGLV Hedge Fund Activity: Q4 2018 in Review
54 of the 4,505 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR US Large Cap Low Volatility Index ETF (LGLV) for Q4 2018, worth a combined $54.7M — up 46% from $37.6M a quarter earlier.
Buyers outnumbered sellers: 19 funds opened new LGLV positions and 2 closed out — a net gain of 17 holders — while 17 added to existing stakes and 9 trimmed.
The largest buyer was Bank of America, adding an estimated $7.6M. The largest seller was Trilogy Capital, exiting entirely with an estimated $1.3M sold.
- 54 institutional investors held State Street SPDR US Large Cap Low Volatility Index ETF (LGLV) as of Q4 2018, up from 37 in Q3 2018.
- Funds reported $54.7M of State Street SPDR US Large Cap Low Volatility Index ETF stock for Q4 2018, up 46% quarter-over-quarter.
- 19 funds opened new State Street SPDR US Large Cap Low Volatility Index ETF positions in Q4 2018 and 2 closed out, a net change of +17 holders.
- The largest State Street SPDR US Large Cap Low Volatility Index ETF buyer in Q4 2018 was Bank of America, an estimated $7.6M added.
- The largest State Street SPDR US Large Cap Low Volatility Index ETF seller in Q4 2018 was Trilogy Capital, an estimated $1.3M sold.
Based on aggregated 13F filings for Q4 2018.